Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,112 | $51,638-94.0% | $68,368-95.4% | $82,448-96.2% |
| Participation rate | 82.8% | 63.6%+19.1pp | 73.8%+9.0pp | 68.1%+14.7pp |
| Annual return | 19.57% | 37.53%-18.0pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $392 | $2,047-80.9% | $2,649-85.2% | $2,551-84.6% |
| Participant deferral / active EE | $1,132 | $2,914-61.1% | $4,123-72.5% | $4,139-72.6% |
| Admin fee / account holder | $209 | $4,643-95.5% | $5,150-95.9% | $7,234-97.1% |